# Wealth Span Capital Management

> Wealth Span Capital Management is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 283700
- Filed as: WEALTH SPAN CAPITAL MANAGEMENT
- Legal name: Wealth Span Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283700
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-span-capital-management-283700

## Quick answers

**How is Wealth Span Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Span Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Wealth Span Capital Management registered with the SEC or a state?**
Wealth Span Capital Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283700.

**How much does Wealth Span Capital Management manage?**
Wealth Span Capital Management reports $36,922,447 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Wealth Span Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (6).

**Does Wealth Span Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283700

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,922,447
- Discretionary: $36,922,447
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $10,742,379 |
| High net worth individuals | 6 | $26,180,068 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthspancapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Span Capital Management (CRD 283700): Form ADV filing data as of October 2026.